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CIK 0002108122 • 3 13F filings • Jan 30, 2026 – Jul 20, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AB ACTIVE ETFS INC | DISRUPTORS ETF | $532K | 0.6%Prev: 0.6% | 4,979 SH | Decreased-232 SH |
| ALPHABET INC | CAP STK CL A | $370K | 0.4%Prev: 0.3% | 1,173 SH | Decreased+48 SH |
| ALPS ETF TR | SMITH CORE PLUS | $1.5M | 1.6% | 57,606 SH | New |
| AMAZON COM INC | COM | $577K | 0.6%Prev: 0.6% | 2,549 SH | Decreased-372 SH |
| APOGEE THERAPEUTICS INC | COM | $237K | 0.3% | 3,126 SH | New |
| APPLE INC | COM | $665K | 0.7%Prev: 0.7% | 2,455 SH | Decreased-203 SH |
| BROADCOM INC | COM | $676K | 0.7%Prev: 0.4% | 1,946 SH | Increased+785 SH |
| CAPITAL GROUP CORE BALANCED | SHS | $9.0M | 9.6%Prev: 9.4% | 253,916 SH | Decreased-41,287 SH |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | $3.8M | 4.0% | 93,504 SH | New |
| CAPITAL GROUP DIVIDEND GROWE | SHS ETF | $10.2M | 10.9%Prev: 10.1% | 284,499 SH | Decreased-32,340 SH |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $9.4M | 10.0% | 213,593 SH | New |
| CAPITAL GROUP EQUITY ETF TR | US SMALL AND MID | $1.8M | 1.9% | 62,864 SH | New |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | $5.6M | 5.9% | 159,178 SH | New |
| CAPITAL GROUP GLOBAL EQUITY | SHS | $2.0M | 2.2%Prev: 2.4% | 63,997 SH | Decreased-17,655 SH |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $8.5M | 9.0% | 191,065 SH | New |
| CAPITAL GROUP NEW GEOGRAPHY | SHS | $1.7M | 1.8%Prev: 2.1% | 53,436 SH | Decreased-14,965 SH |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | $5.0M | 5.3%Prev: 4.2% | 188,231 SH | Decreased-3,290 SH |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | $4.4M | 4.7%Prev: 4.9% | 195,996 SH | Decreased-62,531 SH |
| CAPITAL GRP FIXED INCM ETF T | SHORT DURATION | $742K | 0.8%Prev: 0.5% | 28,549 SH | Increased+7,840 SH |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | $3.7M | 3.9%Prev: 2.5% | 133,049 SH | Increased+26,147 SH |
| CARDIOL THERAPEUTICS INC | COM CL A | $33K | 0.0%Prev: 0.0% | 33,100 SH | Decreased-1,000 SH |
| CHEVRON CORP NEW | COM | $238K | 0.3% | 1,529 SH | New |
| EA SERIES TRUST | TBG DIVIDEND FOC | $2.3M | 2.4% | 68,831 SH | New |
| EMCOR GROUP INC | COM | $365K | 0.4% | 572 SH | New |
| ENTERPRISE PRODS PARTNERS L | COM | $321K | 0.3%Prev: 0.3% | 9,978 SH | Decreased-163 SH |
| ETF SER SOLUTIONS | DEFIANCE QUANTUM | $581K | 0.6% | 5,170 SH | New |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $1.3M | 1.3%Prev: 1.5% | 18,032 SH | Decreased-4,366 SH |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | $3.7M | 3.9% | 95,906 SH | New |
| FIRST TR EXCHANGE-TRADED FD | WCM INTL EQUITY | $1.2M | 1.3%Prev: 2.0% | 68,127 SH | Decreased-51,713 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | $203K | 0.2% | 5,913 SH | New |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | $3.8M | 4.0%Prev: 3.0% | 70,569 SH | Increased+3,922 SH |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $200K | 0.2%Prev: 0.2% | 3,495 SH | Decreased-388 SH |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | $1.6M | 1.7%Prev: 0.8% | 20,709 SH | Increased+9,785 SH |
| KINDLY MD INC | COM | $13K | 0.0% | 31,902 SH | New |
| LENNAR CORP | CL A | $307K | 0.3%Prev: 0.2% | 2,947 SH | Increased |
| MARKER THERAPEUTICS INC | COM NEW | $57K | 0.1% | 36,817 SH | New |
| META PLATFORMS INC | CL A | $227K | 0.2% | 349 SH | New |
| MICROSOFT CORP | COM | $923K | 1.0%Prev: 0.6% | 1,951 SH | Increased+53 SH |
| NIP GROUP INC | SPONSORED ADS | $24K | 0.0% | 20,800 SH | New |
| NVIDIA CORPORATION | COM | $810K | 0.9%Prev: 0.6% | 4,290 SH | Increased+505 SH |
| OPAL FUELS INC | CLASS A COM | $36K | 0.0% | 15,233 SH | New |
| PUBLIC STORAGE OPER CO | COM | $287K | 0.3% | 1,111 SH | New |
| REDCLOUD HLDGS PLC | SHS | $176K | 0.2%Prev: 0.0% | 123,339 SH | Increased+15,386 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $2.1M | 2.2%Prev: 2.3% | 75,591 SH | Decreased-6,765 SH |
| SPDR GOLD TR | GOLD SHS | $207K | 0.2%Prev: 0.2% | 520 SH | Increased-27 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $242K | 0.3% | 354 SH | New |
| T ROWE PRICE ETF INC | CAP APPRECIATION | $312K | 0.3% | 8,174 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $648K | 0.7% | 2,027 SH | New |
| TESLA INC | COM | $906K | 1.0%Prev: 0.6% | 2,068 SH | Increased+248 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $446K | 0.5%Prev: 0.4% | 1,327 SH | Decreased+60 SH |
| VANGUARD WORLD FD | INF TECH ETF | $222K | 0.2%Prev: 0.2% | 293 SH | Decreased-2,037 SH |
| 13F-HR |
| 0002085853-26-000336 |
| $94.3M |
| View |